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Jeremy Story

Investment adviser representative at First Advisors National in Orange Park, FL

Investment adviser registrationUpdated

Jeremy Story is an investment adviser representative at First Advisors National, LLC, an investment adviser managing $506M, and works from its Orange Park, FL office. Jeremy Story has been registered through First Advisors National since 17 July 2026, has 2 years in the industry across 3 firms and has passed the Series 65.

2
Years in industry
0
Years at firm
3
Adviser firms
2
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Jeremy Story has been an investment adviser representative at First Advisors National since July 2026, and is not listed among the firm’s executive officers or direct owners.

First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.

Jeremy Story’s longest registration was 1 year at Brookstone Wealth Advisors, LLC (2023–2025). Before joining First Advisors National in 2026, Jeremy Story was registered through Brookstone Wealth Advisors, LLC.

  1. – present · under a year
    Orange Park, FL · Adviser representative · Firm CRD 166212
  2. HFG CapitalAlso current
    – present · 1 year
    Orange park, FL · Adviser representative · Firm CRD 333823
  3. Brookstone Wealth Advisors, LLC
    – · 1 year
    Orange park, FL · Adviser representative · Firm CRD 137658

Credentials and registrations

Investment adviser representative registrations

Jeremy Story is registered as an investment adviser representative in 2 states. The first approvals date from July 2025; the most recent is South Carolina, in September 2025.

  • FloridaSince 25 July 2025
  • South CarolinaSince 3 September 2025

Examinations

Series 657 June 2023
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Jeremy Craig Story
CRD
7772742
Firm
First Advisors National · CRD 166212
Office
Orange Park, FL
Registration
Investment adviser registration
In the industry since
November 2023
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jeremy Story work?

Jeremy Story is an investment adviser representative registered through First Advisors National, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Jeremy Story a financial advisor?

Yes. Jeremy Story has a current investment-adviser registration in Florida and South Carolina, through First Advisors National since July 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Jeremy Story have?

Jeremy Story has 2 years in the financial industry, since November 2023, across 3 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Jeremy Story passed?

Jeremy Story passed the Series 65 in June 2023.

Source: IAPD individual record, checked 24 October 2026

Where did Jeremy Story work before First Advisors National?

Before First Advisors National, Jeremy Story was registered through Brookstone Wealth Advisors, LLC, June 2023 to February 2025.

Source: IAPD individual record, checked 24 October 2026

Where is Jeremy Story based?

Jeremy Story’s registered office is in Orange Park, FL.

Source: IAPD individual record, checked 24 October 2026

Is Jeremy Story registered with FINRA?

No. Jeremy Story has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Jeremy Story’s record?

Search CRD 7772742 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Story’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at First Advisors National

Sources

  1. IAPD individual record, CRD 7772742, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of First Advisors National, LLC, filed 30 March 2026. Executive officers and direct owners; this person is not among them.